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ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
Pierre FerraguÊ
  • Pierre FerraguÊ

AI spending, Auto Cycle, Semicap in 2026, and more, our Weekly wrap-up...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

 PRESS RELEASE

FLSmidth: Transactions under share buy-back programme

FLSmidth: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 34-2025 FLSmidth & Co. A/S 22 October 2025 Copenhagen, Denmark On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be executed in accordance with Article 5 of ...

 PRESS RELEASE

FLSmidth announces that all regulatory approvals for the sale of the C...

FLSmidth announces that all regulatory approvals for the sale of the Cement business to Pacific Avenue Capital Partners have been met COMPANY ANNOUNCEMENT NO. 33-2025 FLSmidth & Co. A/S 21 October 2025 Copenhagen, Denmark Today, FLSmidth announces that all regulatory approvals for the divestment of the Cement business to an affiliate of the global private equity firm, Pacific Avenue Capital Partners, have been met (ref. Company Announcement no. 10-2025). In accordance with the sale and purchase agreement, we expect that the transaction will close in the fourth quarter of 2025.CEO of FLSmi...

ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Morten Larsen
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
 PRESS RELEASE

FLSmidth: Transactions under share buy-back programme

FLSmidth: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 32-2025 FLSmidth & Co. A/S 15 October 2025 Copenhagen, Denmark On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be executed in accordance with Article 5 of ...

ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Morten Larsen
 PRESS RELEASE

FLSmidth: Transactions under share buy-back programme

FLSmidth: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 31-2025 FLSmidth & Co. A/S 8 October 2025Copenhagen, Denmark Transactions under share buy-back programme On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be e...

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
 PRESS RELEASE

FLSmidth: Transactions under share buy-back programme

FLSmidth: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 30-2025 FLSmidth & Co. A/S 1 October 2025Copenhagen, Denmark Transactions under share buy-back programme On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be...

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
 PRESS RELEASE

FLSmidth: Transactions under share buy-back programme

FLSmidth: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 29-2025 FLSmidth & Co. A/S 24 September 2025Copenhagen, Denmark Transactions under share buy-back programme On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will...

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
 PRESS RELEASE

FLSmidth: Transactions under share buy-back programme

FLSmidth: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 28-2025 FLSmidth & Co. A/S 17 September 2025 Copenhagen, Denmark On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be executed in accordance with Article ...

 PRESS RELEASE

FLS to deliver the world’s largest filtered tailings system to one of ...

FLS to deliver the world’s largest filtered tailings system to one of the largest and most efficient iron ore beneficiation plants PRESS RELEASE FLSmidth & Co. A/S10 September 2025, Copenhagen, Denmark Following a long-standing partnership, a progressive Indian miner and steelmaker has yet again selected FLS to deliver core mining technologies to what is set to become one of the world’s largest, most efficient and sustainable iron ore beneficiation plants globally. This is the fourth consecutive order that FLS has received from the customer within the past nine months. The order includes...

 PRESS RELEASE

FLSmidth: Transactions under share buy-back programme

FLSmidth: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 27-2025 FLSmidth & Co. A/S 10 September 2025 Copenhagen, Denmark On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be executed in accordance with Article...

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